MEGAN KAPLAN is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2024-11-04 | present | Yes |
| OSAIC WEALTH, INC. | 2023-11-22 | 2024-11-10 | — |
| CHARLES SCHWAB & CO., INC. | 2020-10-19 | 2023-12-06 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-06-21 | 2020-09-15 | — |